See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,702 | $73,867+2.5% | $143,757-47.3% | $68,494+10.5% |
| Participation rate | 64.5% | 66.7%-2.1pp | 80.3%-15.8pp | 67.9%-3.4pp |
| Annual return | -18.45% | 1.01%-19.5pp | -0.04%-18.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $714 | $3,184-77.6% | $4,951-85.6% | $2,596-72.5% |
| Participant deferral / active EE | $2,601 | $3,384-23.2% | $5,637-53.9% | $4,027-35.4% |
| Admin fee / account holder | $4,171 | $5,755-27.5% | $14,673-71.6% | $5,403-22.8% |